ENCOMPASS WEALTH ADVISORS, LLC - Vanguard Wellington Fd ownership

Vanguard Wellington Fd's ticker is and the CUSIP is 921935201. A total of 5 filers reported holding Vanguard Wellington Fd in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of Vanguard Wellington Fd
ValueSharesWeighting
Q3 2022$516,000
-56.5%
7,834
-54.0%
0.20%
-53.2%
Q2 2022$1,185,000
-21.5%
17,025
-11.9%
0.42%
+10.0%
Q1 2022$1,509,000
-6.6%
19,322
+0.2%
0.38%
-3.1%
Q4 2021$1,616,000
+20.2%
19,287
+20.4%
0.39%
+12.3%
Q3 2021$1,344,000
+0.9%
16,017
+0.3%
0.35%
+6.7%
Q2 2021$1,332,000
+1.9%
15,972
+0.3%
0.33%
-1.5%
Q1 2021$1,307,00015,9220.33%
Other shareholders
Vanguard Wellington Fd shareholders Q2 2022
NameSharesValueWeighting ↓
Tradewinds, LLC. 31,144$2,237,4051.44%
NORTHSTAR ASSET MANAGEMENT Co LLC 4,956$328,7320.10%
RE Dickinson Investment Advisors, LLC 2,960$1960.08%
Wallington Asset Management, LLC 5,424$3600.08%
TOWER BRIDGE ADVISORS 12,800$849,0430.07%
Coston, McIsaac & Partners 1,034$680.03%
GOFEN & GLOSSBERG LLC /IL/ 11,893$7890.02%
NORTH STAR ASSET MANAGEMENT INC 3,266$216,6340.01%
View complete list of Vanguard Wellington Fd shareholders